One Gift A Lifetime Investment

You can make a positive impact on your community while also meeting your own personal financial goals.

Gift Planning

Monday June 8, 2026

Private Letter Ruling

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IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to make a gift directly from their IRA, thus meeting two goals: supporting a cause and reducing taxable income.

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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.